We provide concierge-style financial planning services that help you build the life you want now and a rock-solid future.
It’s tough to nail down exactly what makes a financial plan feel like it’s really working for you…but boy, do you know it when your money moves aren’t in line with your life goals.
When cookie-cutter advice just isn’t cutting it–we’re here to help you get it right with custom financial strategies that align with your values, support your lifestyle, and build a lasting legacy.
We take a different approach to financial advice.
As trusted financial advisors in Raleigh, NC, we’ve learned through years of financial expertise and personal caregiving experience that every family has its own definition of success…and its own set of challenges. Building your family legacy takes more than just a financial formula. You need advisors who are genuinely invested in your success and who will be there to help you make smart decisions at every turn.
That’s why at Family Legacy, we put you at the center of everything we do. Our financial planning is tailored to your unique circumstances–so whether you’re planning that well-deserved vacation, working toward financial freedom, preparing for life’s unexpected turns (or all three)–your financial well-being is our top priority.
Because when you succeed, we succeed— and that's a legacy worth building together.
our promise
We get to know you and your goals – and then help you create a complete financial strategy to achieve them.
Real Talk
You want to know if you should do *that* with your money. We’ll level with you.
“I’ve never worked with anyone like Family Legacy!”
They’ve helped me plan to send my kids to college, buy that boat I always wanted, and stay on track for retirement–which I never thought I would be able to do.
Looking for financial advisors?
Meet your new financial family.
Joshua Stubbolo
Managing Partner, Investment Advisor Representative, Financial Advisor
As co-founder and Managing Partner of Family Legacy Financial Solutions, Josh brings expertise, heart, and straight talk to financial planning.
At 17, Josh lost his dad to a stroke, which taught him a powerful lesson about life's unpredictability. Now a father of two, he knows financial planning is about more than maximizing returns—it's about creating memories today while securing tomorrow.
Josh doesn't measure success by portfolio size, but by how well his clients sleep at night. He's committed to breaking down complex financial concepts into plain English, ensuring you understand exactly what's happening with your money.
Josh is a Certified Financial Planner™ (CFP®) and holds a Series 65 security registration.
Todd Iglehart
Managing Partner, Financial Advisor
Todd, our co-founder, Investment Manager, and Chief Compliance Officer, brings a deeply personal approach to Family Legacy. As a husband and proud father of four kids, Todd understands the importance of financial planning in securing a family's future.
When his late father was diagnosed with Alzheimer's, Todd became his caregiver, gaining firsthand insight into the importance of comprehensive financial preparation. This experience shaped his belief that financial planning goes beyond numbers—it's about readiness for life's unexpected turns.
Todd's journey has taught him that truly impactful financial guidance requires understanding clients' values and fears with empathy and reassurance. Inspired by his experiences and his father's teachings of discipline and persistence in investing, Todd co-founded Family Legacy to offer client-focused financial guidance. He values the relationships built with clients more than business success, aiming to make a meaningful difference in their lives.
Todd holds Series 7 & 66 security registrations and is an enrolled agent.
Gary Pysz
Financial Advisor
Gary contributes a unique perspective to Family Legacy, blending his technical background in Electrical Engineering and Computer Science from Ohio State University with a passion for financial literacy.
His journey from the telecommunications industry to financial planning was inspired by witnessing the impact of financial missteps on families. These experiences ignited Gary's mission to provide much-needed financial education and advocacy.
Since 2013, Gary has been a council member of a financial ministry, creating and presenting financial literacy materials to adults and youth in the community. This work has reinforced his commitment to empowering others through financial knowledge.
In his spare time, Gary enjoys playing tennis and volunteering at his church as a grade school mentor and member of a racial harmony committee. He shares his life with his wife, Janet, and her four grown children.
Michael Lewis
Chief Behavioral Officer and Financial Advisor
Michael Lewis, CFA, MBA, brings Wall Street expertise and a personal mission to Family Legacy Financial Solutions. A Duke University Fuqua School of Business graduate, Michael's career in finance includes roles with international banks and institutional fund managers.
Inspired by his family's experience with substance use disorder, Michael and his wife Sharon founded Tutor Financial Advisors, which specializes in helping families affected by addiction and supporting medical professionals in this field.
Michael is also a contributing author to the #1 bestseller "The Caregivers Advocate” and serves on the boards of the East North Carolina Red Cross and the Jewish Federation of Greater Raleigh. Additionally, he works to provide financial literacy education in recovery centers and to families supporting loved ones experiencing addictive behaviors.
Michael joined Family Legacy in 2024, bringing his unique expertise in balancing care expenses with protecting family legacies.
Zack Budzik
Member Experience Advisor
As a Member Experience Advisor at Family Legacy, Zack channels his finance expertise and leadership skills to guide clients through their financial journeys. His academic foundation from UNC Greensboro, including a Bachelor's in Finance and a Graduate Certificate in International Business, underpins his approach to financial planning.
Zack's career began at Fidelity Investments, where he earned his Series 7 and Series 63 licenses, honing his skills in client-focused financial strategies. A former captain of the UNC Greensboro baseball team, he brings the same team spirit and leadership to his role at Family Legacy.
Outside the office, Zack enjoys golfing, watching sports, and cooking with his girlfriend, Aly. His passion for financial planning and dedication to client success make him a valuable asset to the Family Legacy team.
Michelle McGuire
Operations Director
Michelle brings a unique blend of education and client-focused experience to her role. A 2016 graduate of NC State with a degree in Secondary Mathematics Education, Michelle spent seven years as a dedicated high school math teacher. Outside of the classroom, she served as a student council advisor and event coordinator.
Thanks to her background in education and event organization, Michelle excels at breaking down complex concepts and ensuring our members have a smooth, understanding-focused experience. Her analytical skills, honed through years of teaching mathematics, now serve our clients as she helps them navigate their financial journeys.
Michelle joined Family Legacy in June 2022 as a part-time team member, and her passion for helping others led to her full-time transition in July 2023.
Zack Lewis
Community Outreach Director
Zack Lewis approaches his role at Family Legacy with a unique blend of Wall Street savvy and entrepreneurial spirit. A University of Tampa finance graduate, Zack showcased early leadership by founding the university's Investment Club and Financial Management Association chapter.
His career spans from analyst roles at Goldman Sachs and Innocap HedgeMark to serving as Director of Business Development for the U.S.'s largest mortgage team. He also served as a Business Development Consultant for multiple SaaS startups and Managing Partner and CEO of a senior-focused insurance agency.
Inspired by his father's work as Chief Behavioral Officer at Family Legacy, Zack returned to financial planning with a passion for counseling families dealing with substance misuse, mental health, and aging disorders.
In his spare time, Zack enjoys playing nationally competitive hockey and rescuing and caring for wolves in the Colorado mountains.
Robin Stubbolo
Member Services Specialist
Informed by 33 years of experience in education, Robin now steers member services at Family Legacy. Though she graduated from the University of Florida with degrees in Elementary Education and Interior Design & Architectural Communications, Robin's path to finance was paved by family ties and personal experience.
In 2015, Robin made the pivotal decision to retire from teaching in South Florida and relocate to North Carolina to care for her late father, who was battling Alzheimer's. This move not only brought her closer to family but also opened a new chapter in her professional life.
Robin applies her organizational prowess to a company co-owned by her brother and son. When not keeping the firm running smoothly, she indulges in reading, scrapbooking, traveling, and cherishing moments with her granddaughter, Harper.
Ken Parson
Medicare/Insurance Specialist
Ken brings nearly two decades of insurance expertise to Family Legacy, including ten years at the helm of his own business. His career spans the spectrum of life and health insurance, with a recent specialization in navigating the complexities of Medicare.
As a broker contracted with dozens of carriers across ten states, Ken leverages his network to tailor ideal coverage for each client's unique needs. His comprehensive approach ensures that Family Legacy clients receive personalized, optimal insurance solutions.
A Connecticut native, Ken transplanted to North Carolina in 2014, embracing a new chapter with his wife, Lydia. As father to three and grandfather to six, he personally knows the value of building a lasting family legacy.
Ken's background as a high school football and softball coach for 16 years fuels his ongoing passion for sports, golf, and fitness.
Beyond Finance
We’re Investing in Our Community to Build a Better Triangle
Habitat For Humanity
We believe everyone deserves a place to call home. We’re proud to partner with Habitat for Humanity, which provides support in local communities across all 50 U.S. States & 70 countries.
Triangle Tech Network
We're powering connections in the local tech world through free networking events. These gatherings help Triangle professionals in IT, Software Development, Project Management, and related fields find their next big opportunity.
Special Olympics
We're proud supporters of the Special Olympics, championing the spirit of inclusion and the power of sport.
where to next?
Explore Our Financial Services
Our comprehensive suite of services is designed to meet your unique needs. From financial planning to estate management, we’ve got you covered.
Start Building Your Financial Future
Have questions or ready to take the next step? We’re here to listen and provide the guidance you need. Reach out and let’s discuss how we can help you build a lasting legacy.
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Informed
Knowledge is power, especially when it comes to your finances. Read our blog for expert advice, market updates, and strategies for making informed financial decisions.
